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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,985 | $55,457-26.1% | $77,361-47.0% | $94,015-56.4% |
| Participation rate | 79.7% | 69.8%+9.8pp | 75.0%+4.7pp | 70.8%+8.8pp |
| Annual return | 16.09% | 15.57%+0.5pp | 1011.54%-995.4pp | 17.84%-1.8pp |
| Employer contribution / active EE | $3,236 | $2,255+43.5% | $2,990+8.2% | $2,790+16.0% |
| Participant deferral / active EE | $3,003 | $3,069-2.2% | $3,911-23.2% | $4,249-29.3% |
| Admin fee / account holder | $4,625 | $4,334+6.7% | $5,894-21.5% | $8,951-48.3% |